Expense Tracker By Month For Multiple Inputs Then Add Together?
May 14, 2014
I am looking to take the data off of a "detail" sheet and put it to a summary page. I want the summary page to find the capital and expense from "details" sheet by the month on the "details" sheet. Then for every month add all the expenses and capital and put as 2 values per month, Capital and expense, on the summary page. I am not really sure where to begin but have added my excel workbook that I have started.
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Jul 10, 2014
I have created a time sheet in excel (see attached) that will be part of the larger workbook that will be linked with other sheets to auto fill in most fields. I am wondering if there is a way for an user to enter a Month and a Year at the top of the page and that in turn automatically fills in the days of the month by week.
So in attached sheet there are 5 boxes representing 5 weeks in a month. So if we used May 2014 as an example I would like to know if there is a way that once May 2014 is entered in up to top that. Excel fills in the dates in Week #1 with under Thursday showing 1st, under Friday showing 2nd as on for the entire month...
So as the month go by all user has to do is state the month and year and excel fills in the weekly dates for each day in month.
Attached File : Time and Attendance.xlsx‎
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Apr 7, 2009
I am trying to track a 3 month sliding window i.e jan feb mar. If I put mar in A1 then B1 needs to show +1 in the month of jan, in feb B2 should show a +1 and in Mar B3 should show a +1. As each month progresses I need to show the additions and subtractions of the three month deadline?
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Dec 18, 2009
I'm almost done with the budget at work and now I need to spread the annual figure by month. Initially I was thinking of spreading it evenly by 12 months, i.e. $12k annual budget = $1k per month.
However the boss doesn't want it that way. So I received inputs from certain managers as to when the bulk of the budget will be spent. Now I need to develop some type of formula so that once I input that amount let's say in June, then the rest of the month's will adjust accordingly.
For example, using the example above, if I manually input $6k in June, then the remaining $6k from the budget will be spread out evenly through the other 11 months. Is there some clever way to do this or is just a matter of multiple IF statements?
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Aug 1, 2013
I am a bit of a novice with excel. I have created my own sales tracker where I get two forms of bonus.
Sheet 1 I have with all my sales. Based on the amount of sales I do I get a set bonus for each amount.
Sheet 2 I have for all the sales that progress.
They also are on a value basis- for every sale I get a certain amount of bonus. I have 2 cells calculating the amount of points. I was wondering if there was a way to have the cells calculate from the bonus table what i would get without me adding it up manually.
Sheet1 is booked leads.H3 calculates the total amount of points.
Sheet 2 is the paid occurences. F2 of that sheet is total points.
Sheet 3 is the bonus structure.
I am looking to put all the information in sheet 1:
Booked Bonus
Occurred Bonus
Total Bonus
Bonus structure is as follows:
Booked Payout Table
Occurred Payout Table
Net Points
Total Bonus
Net Points
Total Bonus
16
GBP 250
[Code] .....
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Mar 18, 2013
I maintain the data flow at my work. We send and receive the data using excel files with specific formatting that I then upload to the database. Each time I send or receive the excel file I must log them, this is what my code question refers to.
I use RDBMerge to merge all the contents of the 100 plus excel files into one worksheet. The first part of the macro cleans up the merge data for use in the log (i have attached an example of the clean data and finished log).
The blue shaded area of the "Raw_Data" is what the clean data looks like, the yellow column is what current macro records for each record.
As you can see by the example the Raw_Data is only two files LL_LLL_BOB_ToLLLLL_20121228_01 & LL_LLL_BOB_ToLLLLL_20121230_01, each with more that one record.
The log code in column "H" Is based on this criteria:
First Letter of the Unique ID in column "E" - O, M, or L
Program Type in Column "F" - U or R
1. O-U = U
2. O-R = RU
3. M-U = U2
4. M-R = R2U
5. L-R = R
You will note that Columns G-R of the "Log Sheet" correspond to the "Record Type" found in Column "G" of the "Raw_Data" sheet.
This is the area where my skill at using scripting dictionaries fails.
The results for the log list each file only once, but the log code for each corresponding "Record Type" in columns G-R of the "Log Sheet" must contain each unique instance of the code. In other words
if LL_LLL_BOB_ToLLLLL_20121228_01 contains an O-U with an "A" Record Type and an M-R with an "A" Record Type; then, on the log sheet there needs to be the codes "U/R2U" in the cell intersection of the LL_LLL_BOB_ToLLLLL_20121228_01 record row and "A" column (which is column "G")
So, If the File contains one of each code for each Record Type the corresponding cell must house one of each code separated by a "/" without any spaces. This means the cell value could no code, or one code and all the variations in between to all five codes. Also, for ease of human reading the log codes should be concatenated in the 1-5 order that I listed them in (U/RU/U2/R2U/R)
Here is my code so far.
VB:
Option Explicit
Sub test()
Dim dic As Object, a, i As Long, rng As Range, e, w, n As Long
Set dic = CreateObject("Scripting.Dictionary")
[Code].....
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Feb 19, 2009
I am trying to set up a "diet log" for my nephew to track his eating habits for a school project. I am trying to make the "total" section of the attached spread sheet auto calculating depending on the information placed in the "breakfast / lunch / dinner / snack" catagories. I have two worksheets in the file. The first being the preferred method of a single cell and seperating the items using only a ",". The second sheet has a little bit different lay out which I don't think will work as nicely.
Honestly, I am not sure if this will even be possible, but I figured I would try here as a final resort. Currently there are just some sample foods in there as I will let him fill in the actual workbook for his use.
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Aug 19, 2009
I have a spreadsheet with a medium-sized data set, and I need to look up values from the large table, and thin the table down to only the relevant values.
To arrive at each unique value, I will have to match 3 input cells to the first 3 cells of the data table, then copy values from across that specific line to the appropriate cells of my smaller table. I really don't need to sum or do any math in this step, its just a copy from the master table to the smaller table, the math will come later.
I think I'm attaching the file (remember-first post) so hopefully it will help with what I'm trying to accomplish. Hopefully this isn't a big deal, but I've been pulling my hair out on this all day and I just can't find a solution anywhere that really matches up to this.
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Dec 26, 2006
I have a spreadsheet with over 70 worksheets. The majority of these are concerned with Work standards (National Occupational Standards), each of these standards are further broken down into performance criteria.
What I would like to happen is for a person to be able to enter a "Yes" or "No" response in a box to a specific question on an assessment report or a witness testimony worksheet. If a Yes is entered I would like the spreadsheet to automatically enter a reference i.e AR1 or WT2 (stated by the inputter on that worksheet) in each of the other seperate worksheets that cover this perfromance criteria with this reference.
Because many of the worksheets contain similar performance criteria, i.e "treating people fairly and with respect". The answer of "Yes" on the assessment report worksheet may require a reference inputting on anything up to 60 different worksheets. Is this possible or am I dreaming of the impossible?
I really should have asked this question before I wrote out all the seperate worksheets.
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Apr 7, 2014
I am trying to create a vba using only one macro button (excel). I would like for them to enter their names and have their own password that will then insert their signature(pic.jpg) in a specific cell.
I created a certificate in excel and I don't want 12 (number of people) buttons visible. Id rather have a long code. Im not sure if using If and Then and ElseIf is the way to go.
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Jun 2, 2008
I am looking to create an excel search with two input and three output values on Sheet 1 that will link to a table on Sheet 2. To help illustrate:
Sheet 1:
The two white cells indicate the two input values, and the three blue cells indicate the three desired output values.
Sheet 2:
I want to enter the two input values (Length and Width), press the "Search" button, and have the corresponding output values (DWG#, Item #, and Tooling #) from Sheet 2 appear in the three output cells on Sheet 1.
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Feb 19, 2013
I'm working on a fairly complex spreadsheet where I want to pull conditional formatting into an entire row. I have a column in tab1 where I have a bunch of beer styles listed. On tab2, I have a 2 columns: a complete list of styles with a 'yes' or 'no' in the next column based on certain criteria. What I'd like to do is have the column in tab1 highlight if that style in tab2 has a 'no' in the column next to it.
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Sep 17, 2013
I have several formulas that I use over and over, so I'm creating VBA functions that I can call from a worksheet.
But...when I have multiple inputs going into a function, is there a way to remind the user which input comes next in the same way that Excel does with built-in functions?
For example, when you type in =PMT( Excel brings up the helper text so you know that the order of inputs is (rate, nper, pv, etc....
Is there a way to bring up that same helper text in my own function? So if I have up, down, right, left as inputs and give the spreadsheet to someone else, they can see it's up, down, right left and not right, left, up, down .
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Apr 22, 2014
1. I need a template that allows a user to select a location from a dropdown menu (Cell B1 of Example Data tab).
2. Titles in cells C1:V1 and B2:B8 will stay the same.
3. Data inputs within range C2:V8 would change for each location. The idea is based off the location selection from the dropdown menu, different data is shown within the range and available for updates.
4. The chart (see Example Chart) would sum all location inputs in range C2:V8
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Sep 22, 2013
I want to create a macro to take multiple inputs from sheet 2, apply them simultaneously to the inputs on sheet 1, take sheet 1's output and list next to the inputs on sheet 2. I want to apply this to a spreadsheet with complicated calculations. Example spreadsheet attached. Related Macros I have will do a similar thing but only take one input at a time. Code as follows.
VB:
Sub x()
Dim r As Range
With Sheet2
For Each r In .Range("A2", .Range("A2").End(xlDown))
Sheet1.Range("A2") = r
r.Offset(, 2).Resize(, 3).Value = Sheet1.Range("C2:E2").Value
Next r
End With
End Sub
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Apr 1, 2009
I have a spreadsheet of courses required to reach a certification. On this spreadsheet I have listed the number of hours required for each course in one column, and how many hours I have accrued in an adjoining column. Not all the hours will occur at once, so I tend to bound from cell to cell adding hours in small amounts. What I am trying to do is create a macro that will allow me to add to the existing number of hours to the newly accrued hours, without typing over what is already there.
For example…Class 1 requires five hours total, and I have two hours accrued. If I accrue two more hours (for a total of four hours) I want to update cell E2 without going in to this cell manually and changing this number. I would like to enter the additional two hours in a text box or similar function, and have that function update E2. To add to the level of difficulty, there are four levels of class. This means not only do I need to be able to select which class hours need updated, but which level of class. I have attached the spreadsheet I am working with to try to make things a little clearer.
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Jan 15, 2010
I have made a dynamic calculator which will calculate the total sale based on 3 criteria in 3 different cells as follows:-
I would like to derive the sales qty in cell C5 if all the 3 conditions in the range B2:B4 is true.
In this case the sales qty for Style-Colour-MRP combination(9103-PINK-399) should be 6.
I am unable to figure out with the formula for the same....
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Feb 4, 2010
I am trying to summary my differentday food data. i want to add total in SUmmary table.
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Jun 24, 2008
I have an expense report with one row labeled as "Auto", and 7 columns labeled with Sunday, Monday, Tuesday, etc. I'd like to double-click a cell within that row and have a userform (or something else) pop up with 2 spots for data entry: "Personal" and "Company". A user would enter dollar amounts in one or both fields. After they're finished, I would like the total of what they entered to populate the cell that was double-clicked, but still have that breakdown available or even be able to change it by re-double-clicking the cell. Is that even possible?
To add complication, at the end of the row are two additional columns that total personal and company expenses. I'd have to have all personal expense amounts sum together in its column, as well as all company expenses sum together in the other column.
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Aug 19, 2007
The expense account we work with involves several currencies due to the international nature of the business. With that, each row must show the currency involved and the formula used from one line to the next makes it repeat the currency until changed i.e. if cell B22 has a date entered then Cell H22 will reflect the currency from Cell H21 =IF(B22="","",H21). If Cell H21 showed CDA for Canadian currency then H22 would also become CDA. Once changed manually then all cells below will now reflect the new currency until changed again.
Using the lookup function we collect the individual amounts of each currency and run totals at the bottom. Therefore, if there were three entries in SGD (Singapore Dollars) and two entries in EUR (European Euros) etc. that each row will do a lookup by the three letter currency code and collect the sum of each currency. SGD could repeat later again and when changed manually will be included in the lookup.
At the present we are entering the three digit codes manually i.e. SGD. What we would like to do is automatically have the bottom be able to pickup the currency change when a new currency is entered on the individual rows on the top part of the expense sheet. So if Cells H21:H23 were SGD and Cells H24:H25 were ERU that Cell A58 would show SGD and cell A59 would somehow be able to grab the ERU etc. One of the same currencies may repeat itself and the lookup will capture the additional totals but SGD would only show once.
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Nov 3, 2006
I used erecord the other day to do my activity statement for the first time (I have just started a home based business which has not yet started trading but I had to send the BAS for the purchases that I had made for the business) and it was quite easy to use and you can send it electronically to the ATO which saves a lot of hassle particularly as I am very not accountancy litterate. However I am trying to develop an expenses/payment spreadsheet similar in function to erecord but that allows me to categorise the inputs.
My headers are:
Date
Cbookref = (drop down validation box) similar to a chart of account #
Category = ie - advertising accounting fees etc.. uses a look up function with cbook ref to populate field
Description .........................
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Oct 21, 2011
We have a form (an Expense Sheet) that has the date entered in the "Monday" cell using the =Today() formula (the rest of the week uses =Today()+1, =Today()+2, etc).
I am betting you already see the problem...this only works if you open the form on a Monday....before I point out the error to the document owner I thought I better have a solution...
So...what is the best way to self-populate the "Monday" cell with the correct date for the Monday of the week?
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Feb 6, 2009
I've set up a simple spreadsheet to keep track of my food expenses every month. The first column is for the date, the second is for the daily total expenses and then the next three columns are where I add the data which is then calculated into the daily total column.
I also have a total at the bottom for the entire month. Now what I want to do is I want to also have underneath the grand total, a cell which keeps track of my average daily expenses. Basically I want to divide the total expenses by the number of days which I've entered data. Now normally this would be fine but because I've applied the formula to all the cells in the expense column, it automatically lists every day as "0" rather than leaving it blank. So when it does the average calculation it's dividing my total by 30 days rather than by only the 7 days I have data for.
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Jan 8, 2010
While I was working my daily expense I come up with this issue. I do eat outside while I am on work. Sometimes I go to Pizza, sometime I go to mexican etc etc. The common between them is word FOOD. I would like to modify the formula suggested by Ron Coderre
=SUMPRODUCT((TEXT($A$2:$A$14,"mmm")=$E3)*($B$2:$B$14=F$2)*$C$2:$C$14)
See the attached file to get more idea of my question. Then I would Like to Highlight Entire Rows which contains a Specific text.
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May 14, 2006
I'm trying to make a spreadsheet that will track my expenses. What happens is I enter in my daily expenses in a "Notes" worksheet. This includes the date, whether it's a debit/credit, and what category is it (rent, tuition, entertainment, work income etc). It looks like this
Date - - - - - - Debit - - - Credit - - - Category
1-May-06........................$500...........Rent
4-May-06........................$30 ..........Dining out
etc..
Then I have another worksheet called "Expense outline" which pretty much sums all expenses in each category and displays a summary. So it would show how much I have spent in total on each category for each month. Looks something like this
------------------May-----------June---------July...
Rent..................$300
Cable/TV............$50
Internet.............$50
Dining out..........$100
Entertainment.....$50
So what I did for the Entertainment summary for the month of May was, I used a SUMIF(column of categories, "Entertainment", column of credits). This will look for the category name "Entertainment" in my "notes" worksheet, and sums the corresponding amount from the credit row. The problem is, I also want to include it so that it will automatically differentiate between the different months. Right now, when I'm choosing the column of categories for May, I select only the cells in the month of may when I'm choosing my column of categories and credits.
For example:....................
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Apr 11, 2014
Shee1 , sheet2 raw data from system extract.
I need the supplies of each code to fall into boxes sup1 sup2 and so.
While I also need when they were supplied created below the qty supplies table.
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Sep 18, 2008
I've entered there name in column A, and the expiry date in column B. How do i then get column C to show how many days or months are remaining? Ideally i would have the guys with 3months or more left in green 1-2months amber and <1month in red.
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May 23, 2014
I have a problem on column I (Date Schedule Interview) and column N (Date Showed Up). the user can only enter dates on column I and N if column H (Status) is equal only to "SCHEDULED", and it will automatically blank if Status is not equal to SCHEDULED. Below is my code:
[Code].....
Attached File : test.xlsb‎
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Mar 26, 2009
I was curious if there is any way to have time automatically tracked in excel. I will have a few colums, first will be the time, second will be notes, when a note is inputed is there a function available to automatically fill in the time?
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Jan 28, 2009
in creating a macro to automatically have the start time and end time recorded in a cell of the same workbook after opening and closing the excel workbook.
Also, is there any way were we can also record the time if the system has been locked while going for a break.
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